# SHADE\.ai > Conversational AI agents that automate advice, sales, and service for insurance carriers and banks\. ## At a glance | Field | Value | | --- | --- | | Category | Customer Engagement | | Type | Solutions Provider | | Region | NA | | Headquarters | Vancouver, British Columbia, Canada | | Founded | 2018 | | Stage | Startup | | Employees | 1-10 | | Funding | Bootstrapped | ## Overview SHADE.ai is a conversational AI platform for insurance carriers and banks that automates customer advice, sales, and service. The company sells directly to insurers and bancassurance/embedded-insurance channels rather than to consumers, positioning its AI agents as an always-available layer for policyholder interactions. The platform's AI agents guide customers through the full insurance journey, from initial inquiry through policy education, recommendation, purchase, and claims, using natural language rather than static FAQ content. Supporting modules cover proactive, data-driven recommendations for coverage gaps and renewals; real-time document verification and KYC/AML checks during onboarding; and AI-driven lead capture across multiple channels. The company also markets a separate named product, ShadeClimate, that applies the same generative AI and machine learning stack to climate-related risk assessment and claims processing within life insurance, per third-party coverage. SHADE.ai was founded in 2018 by Roya Bozorgnia, a software engineer who previously ran a life & health insurance advisory practice; that background is cited as the direct motivation for the company. It is a bootstrapped startup: the only funding event identified is a CAD research grant of USD 50K from the National Research Council of Canada in 2019. The company received a "Top Chatbot Solution Company" recognition from CIO Applications magazine the same year. No named enterprise customers were publicly identified as of this profile. ## Products & services ### AI Insurance Agents Always-available conversational AI agents that give insurance customers advice and assistance on demand, intended to help insurers maintain contact with customers by answering questions and addressing concerns in real time. **Key features:** - 24/7 natural\-language customer interaction - Guidance across the full insurance journey: inquiry, product education, recommendation, purchase, and claims - Positioned to combine automation with a human\-like interaction style *Target users:* Insurance carriers and banks \(bancassurance/embedded channels\) ### Proactive Insuring A data-driven recommendations layer that pushes suggestions to customers rather than waiting for the customer to initiate contact, intended to help insurers surface coverage gaps and cross-sell or renewal opportunities. **Key features:** - Proactive, unprompted customer outreach - Coverage\-gap identification - Renewal and cross\-sell opportunity surfacing *Target users:* Insurance carriers and banks ### Insurance Management & Operations Operational tooling built into the conversational platform, covering onboarding, verification, and claims support. **Key features:** - Real\-time document verification and KYC/AML validation - Conversational\-AI\-driven onboarding - Claims handling support - Interaction analysis of customer conversations *Target users:* Insurance carriers and banks ### Lead Generation & Sales AI-driven lead capture and omnichannel outreach for customer acquisition, configurable to an insurer's own products, policies, and processes. **Key features:** - Automated lead capture - Omnichannel outreach - Per\-insurer configuration rather than a fixed script *Target users:* Insurance carriers and banks ### ShadeClimate A named product applying generative AI, data analytics, and machine learning to climate-related risk within life insurance, aimed at faster claims processing and more accurate risk assessment. Described in third-party coverage; not independently confirmed against a primary SHADE.ai page. *Target users:* Life insurance carriers ## Category & focus - Subcategories: Conversational AI/Chatbots, Distribution & Sales - Insurance verticals: Life & Annuity - Target customers: Carriers ## Links - Website: - Directory profile: - Linkedin: - Press/news: - Demo/contact: --- *Last updated: 2026\-08\-06*